About Us
About AussieSMSF
Supporting Australians with Self-Managed Super Funds for Decades
We Help Australians Take Control of Their Super with Confidence
Our team helps individuals and families establish and manage their self-managed super funds with clarity and confidence. Whether you’re starting your first SMSF or looking for reliable administration support, we provide straightforward guidance and dedicated service every step of the way no jargon, just practical help to keep your fund compliant and on track.
500+
SMSF’s Managed
423
SMSF tax returns
Over 20 years
Total years of professional experience across our team
AussieSMSF works with a network of specialist advisers, lenders, insurers, and property professionals to support every stage of your SMSF journey.
Through these trusted partnerships, we help you access the right expertise for investing, lending, accounting, and strategy all in one coordinated experience.
Financial Support Services
Clients can be connected with specialist teams who help clarify financial and retirement goals and provide tailored guidance. This approach ensures access to well-rounded support at every stage of the financial journey.
- Financial Health Check
- Excelsior Plan
- Excelsior Program
- Free Financial Information Sessions (onsite options available for workplaces)
Investments & Insurance
Specialist financial providers offer information, education, and guidance across key areas of financial life, helping individuals understand their options and make informed decisions for their SMSF.
- Personal Protection Packages
- SMSF Assessment
- Financial Services
- Managed Fund Assessments
- Retirement Planning
Lending Services
Specialist lending providers can compare a wide range of products to help individuals identify loan options suited to their SMSF or personal lending needs.
- Investment Lending
- Residential Lending
- Loan Reviews
- Loan Refinancing
- First Home Owner Grant Support
Accounting Services
- Individual Tax Returns
- Ongoing Tax Support
- Secure online portal for uploading and managing documents year-round
- Capital Gains Tax Calculations
Property Services
Specialist property providers offer professional support for both investors and tenants, helping ensure properties are well-managed and compliant. Services may include:
- Rental Appraisals
- Tenant Assessments
- Quarterly Inspections
- Property Compliance Checks
- Selling Your Property
- Buying a Property
Salary Packaging
Specialist salary packaging providers offer guidance to help clients maximise eligible benefits and understand available packaging options. Services may include:
- Novated Lease (new or used car purchases)
- Associate Lease (current car expenses)
- *Setup or Amendment of Salary Packaging Arrangements
- Otherwise Deductible Expenses (e.g., work shoes, self-education)
- CAP Items (living expenses, PBI cards, holidays)
- Remote Area Housing Benefits (rent, mortgage interest, fuel)
Available through the Employee Benefit Program
Ready to Take Control of Your Super?
With decades of combined experience and thousands of satisfied clients, we make setting up and managing your self-managed super fund simple and stress-free. Our team provides clear guidance, transparent processes, and ongoing support to help you stay compliant and confident every step of the way.
What to Expect From Your SMSF Consultation
When you meet with one of our SMSF specialists, you can expect a clear, professional discussion focused on understanding your needs and explaining how we can support your SMSF setup or administration.
So we can tailor our service to suit your needs.
No hidden costs everything is transparent from the start.
Including timeframes and any documentation required.
And how AussieSMSF can assist with your ongoing compliance and administration.
Our Team
